Create a button to send a PDF invoice - send on WhatsApp

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Please help with

Create a button to send a PDF invoice - send on WhatsApp

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If it were me, I would have a 2-step process (two separate buttons):

  • Create the PDF: Use the integrations DocsAutomator or PDFMonkey for this.
  • Send a message on Whatsapp: You can google it, you can create a URL that will automatically open Whatsapp (it’s something like ‘https://wa.me’ etc.), go to a profile and populate a message. You could include the link to the PDF in this message. This will require cleaning up the phone number and putting everything together in a template column.

DocsAutomator integration

PDFMonkey integration

How to create a Whatsapp URL click-to-chat

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Thanks for mentioning DocsAutomator @nathanaelb !

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